Fraser Donaldson's wife said she was the wrong person to ask what a client might expect from a discretionary firm as she knew nothing about investment. Here he shows why this made her exactly the right person to ask
It may sound obvious, but the best way of undertaking good due diligence on discretionary management - or any other investment product for that matter - is to listen carefully to the client in the first...
‘Most significant’ upgrade since launch
Changes happening over coming months
Had accepted British Steel business
Aimed at HNW clients and family groups
Set for 1 April 2019